Wealth Management

Wealth Management

Wealth Management


 

As well as advising clients on cross border pension transfers, QROPS Adviser Group also offers a comprehensive wealth management service for all of our clients.

Wealth management consists of much more than just investing a client’s money – it includes ensuring that a client is adequately protected against all eventualities.

At QROPS Adviser Group, wealth management is a practice, a philosophy, a strong belief that the best way we can work together with a client is by exploring their ideas about their life, family, goals and aspirations today—and their priorities for the future. It’s about understanding what the client wants to achieve financially over time and how, through a comprehensive wealth plan, we can help these plans become a reality.

We look at all the areas a client will need to prepare for—their children’s future, retirement,  their estate and wealth transfer needs and insurance—and draw upon our powerful resources and expertise to make appropriate recommendations. But planning doesn’t end there. It’s also about progress—monitoring it and building upon it—so that your financial strategy continues to work towards the goals you’ve set.

Therefore, in addition to providing expertise in relation to a client’s investment portfolio, we advise clients in relation to offshore companies, trusts and other legal structures to protect and enhance our client’s wealth.  Where necessary we also work with specialist lawyers, accountants, tax advisers in order to achieve an optimal solution for our client.

For more information about our wealth management offering, please contact us